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212 hedge funds and large institutions have $1.42B invested in iQIYI in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 8.17%8.26% (+0.09%)

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

3% less funds holding

Funds holding: 219212 (-7)

11% less capital invested

Capital invested by funds: $1.6B → $1.42B (-$177M)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

31% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $96M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
212
Holders Change
-7
Holders Change %
-3.2%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
26
Increased
68
Reduced
72
Closed
31
Calls
$66.1M
Puts
$96M
Net Calls
-$30M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$9.48K
BC
177
Bartlett & Co
Ohio
$9K
Lazard Asset Management
178
Lazard Asset Management
New York
$9K +$10.6K +2,030 New
Wells Fargo
179
Wells Fargo
California
$8.31K -$521 -100 -5%
HFS
180
Hantz Financial Services
Michigan
$7K +$1.47K +282 +23%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$6K +$438 +84 +8%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$5.96K -$2.79M -535,412 -100%
WIM
183
Westside Investment Management
California
$5.69K
WPWM
184
Western Pacific Wealth Management
Illinois
$4.74K
CWA
185
Carolina Wealth Advisors
South Carolina
$4.5K
AF
186
Allworth Financial
California
$4.16K +$2.04K +392 +81%
IA
187
IFP Advisors
Florida
$3.79K +$4.17K +800 New
CSB
188
City State Bank
Iowa
$3K
GWS
189
Glassman Wealth Services
Virginia
$2.74K
HPC
190
HM Payson & Co
Maine
$2.43K
CFD
191
Creative Financial Designs
Indiana
$1.9K
GFPC
192
Global Financial Private Client
Florida
$1.65K
TWC
193
TD Waterhouse Canada
Ontario, Canada
$1.41K
HF
194
Halpern Financial
Virginia
$1.19K
BTI
195
Blue Trust Inc
Georgia
$1K -$287 -55 -20%
TFGT
196
TS Financial Group (TSFG)
Illinois
$1K
IFAM
197
Institutional & Family Asset Management
Colorado
$782
ATC
198
Adirondack Trust Company
New York
$474
CFGS
199
Concourse Financial Group Securities
Alabama
$474
JWM
200
Janiczek Wealth Management
Colorado
$456 +$500 +96 New